Retirement Plan Early Distribution  

If you take an early distribution from your tax-deferred account how much will you have remaining after paying income taxes and penalties?

The tax-deferred account may be a 401(k) plan, your Individual Retirement Account (IRA), Profit sharing Plan, or other tax-deferred savings account.

     


What will your marginal tax rate be after making the withdrawal?
(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)

What is the amount you plan to withdraw from your tax-deferred account?

$
 
   
   
The Valley Group, Inc.
407 Hurley Ave. Extension Kingston, NY 12401
Phone: 845 331-2255 Fax: 845 331-4425
michael.ryan@tssimail.com

Disclaimer

Securities & Investment Advisory Services offered through registered representatives and investment advisor representatives of Tower Square Securities, Inc., (TSS) (member FINRA/SIPC), a Registered Investment Adviser.  The Valley Group, Inc. is not affiliated with Tower Square Securities, Inc.  Branch Office: 407 Hurley Ave., Kingston, NY 12401.

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